VPIM
AEL

Vanguard Personalized Indexing Management’s American Equity Investment Life Holding Company AEL Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio AEL Stock Details AEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7,578
Closed -$426K – 1772
2024
Q1 		$426K Buy
7,578
+12
+0.2% +$667 0.01% 1097
2023
Q4 		$422K Buy
7,566
+52
+0.7% +$2.83K 0.01% 1084
2023
Q3 		$403K Buy
7,514
+110
+1% +$5.89K 0.01% 983
2023
Q2 		$386K Buy
7,404
+938
+15% +$37.7K 0.01% 1010
2023
Q1 		$236K Buy
+6,466
New +$275K 0.01% 1244

Other funds holding AEL

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
ECM
Everence Capital Management Goshen, Indiana $1.64B AUM 26.46% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Vanguard Personalized Indexing Management's AEL Position: Q2 2024 in Review

Vanguard Personalized Indexing Management sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 7,578 shares — an estimated $426K sold.

Vanguard Personalized Indexing Management first reported a position in AEL in Q1 2023 and held it in 5 quarters. The position peaked at $426K in Q1 2024. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Vanguard Personalized Indexing Management reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 7,578 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $426K.
  • Vanguard Personalized Indexing Management first reported a position in American Equity Investment Life Holding Company in Q1 2023 and held it in 5 quarters.
  • Vanguard Personalized Indexing Management's American Equity Investment Life Holding Company position peaked at $426K in Q1 2024.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2024, filed 12 Aug 2024.